Oxford Financial Group LTD Dimensional ETF Tr Us Marketwi Transaction History
Oxford Financial Group LTD
- $1.51 Billion
- Q2 2024
A detailed history of Oxford Financial Group LTD transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Oxford Financial Group LTD holds 14,330 shares of DFUV stock, worth $592,975. This represents 0.04% of its overall portfolio holdings.
Number of Shares
14,330
Previous 14,330
-0.0%
Holding current value
$592,975
Previous $586,000
4.1%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
617Shares Held
255MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO29MShares$1.2 Billion2.88% of portfolio
-
Envestnet Asset Management Inc27.1MShares$1.12 Billion0.38% of portfolio
-
Savant Capital, LLC18.4MShares$759 Million7.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$597 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$453 Million0.76% of portfolio